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Surly #Stonks


Wally Fairway

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17 minutes ago, Blotto said:

The batteries are lithium ion ( I think LG is the supplier) and they just have to let it burn itself out. Could be a boost to EOSE when chasing RFQ's in the future

Either that or increased regulation chokes a lot of  the profit potential out of the sector. Two big battery fires in 3 months will invite scrutiny. 

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5 minutes ago, TonyTexas said:

Either that or increased regulation chokes a lot of  the profit potential out of the sector. Two big battery fires in 3 months will invite scrutiny. 

Renewables are going to play an ever increasing role in the utility mix moving forward. And batteries will be key to that evolution. I'm sure EOSE will gladly welcome the increased scrutiny as the zinc phosphate approach they take greatly mitigates the risk of these types of events. 

I don't personally own EOSE because I think their management is garbage, but a huge outcry against Li-Ion chemistry for utility scale projects would be a tremendous boost to their sales  prospects.. They claim they are ready to roll with their new manufacturing process and tout their gigantic pipeline. It's up to them to turn the scrutiny of why these fires are happening into revenue.

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7 hours ago, Trey3216 said:

IBRX up another 9.5% today.  If we can hit that $3.46 level, gap fill up to the $4.75 are will commence.  Lot of good things on the docket for it, just need to stay strong.  

From your lips to God’s ears brother!

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